Hello everyone,
I was wondering if there's a way to automate a change in one or more fields based on another field.
In the EX directory I have an automation to import employees from a file. This file contains a field (Terminated) that could be valued with T or F based on the fact that the person still works for the company or not.
I'm searching for a way to change some fields if the directory when the Terminated field is "T".
We use some fields in the directory to get partecipants in some surveys and I wanted to find a way to not get the terminated employees into the new surveys.
I hope my request is clear 😅
Thank you in advance, this community is always very helpful! 😄
Updating employee fields based on another field value.
+41gaiadm_ I'm not sure if I entirely understand your question, but if you're trying to distribute a survey to "Active" employees only, then you could create a Segment, instead of a list, and then use this to authenticate/distribute your surveys. Segments are dynamic so staff members who are Terminated would automatically be removed.
Yes, I do want to distribute a survey to active employees only. Unfortunatly we use ad hoc employee projects and imort them from the global directory.
Since it's already in the standard practice to choose people according to a specific metadata I was wondering if was possible to change that when the data relative to wether the employee was active or not changes.
Thank you for your answer jmborzick , it could be useful for future projects!
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